Victoria Dixon is not listed as a control person, but directly owns between 5% and 10% of Waypoint Wealth Management.
Waypoint Wealth Management is an investment adviser based in Timonium, MD, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients, and corporations and other businesses. Its regulatory assets under management total $242 million, as filed on 5 August 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 3181579
- Firm
- Waypoint Wealth Management · CRD 155574
- Role
- Managing Member
- In role since
- December 2025 · under a year
- Control person
- Not listed
- Direct ownership
- 5% to 10%
- Firm headquarters
- Timonium, MD
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Victoria Dixon work?
Victoria Dixon has been Managing Member of Waypoint Wealth Management, LLC since December 2025.
How can I verify Victoria Dixon’s record?
Victoria Dixon’s role is listed on Waypoint Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 155574.
